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Related Posts
Blog Post:
Improving Mutual Fund Wholesaler Territory Management with Microsoft Dynamics CRM
CRM SoftwareBlog
Cerulli Associates recently released a research report entitled “ Intermediary Distribution 2012: Optimizing Channel Strategies, Product Focus, and Sales Team Effectiveness .” In the study, Cerulli projects that the market share of the larger, national Wirehouse Broker/Dealers (B/Ds) is going to continue...
on
1 Nov 2012
Blog Post:
Mutual Fund Wholesalers Locate and Cement Top-Producing Broker Relationships with Microsoft Dynamics CRM
CRM SoftwareBlog
Due to ongoing industry consolidation, occasional market turmoil, or personal drive to increase earning power, top-producing financial advisors occasionally change Broker/Dealers (B/Ds). Some go to work for another competing Wirehouse or Regional B/D in the quest for a better overall platform, research...
on
6 May 2012